Tag: Chinese exports

The world’s second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to the economic data pay-dirt. The first indication is in the sub-indexes of the official PMI: indeed the latest […]

In Part I of this report, we discussed how the reserve currency facilitates trade, provided a short history of the dollar’s evolution as the reserve currency and examined the theoretical backdrop of the reserve currency and its role as a […]

ChartBrief #1 – Global Freight Rates by Topdown Charts ChartBrief …what’s a ChartBrief? (you might be thinking) But then again, the name kind of says it all. ChartBrief is a new series or format of posts that will be featuring on […]

China: Double, Double Toil And Trouble/Fire Burn, And Cauldron Bubble? by Andy Rothman, Matthews Asia China’s economy is seemingly in turmoil. Markets are down, manufacturing is weak and the government has yet to provide a coherent explanation for last month’s […]

Will The Yuan’s Fall Force China To Re-Energize Reforms? by [email protected] Minyuan Zhao and Avery Goldstein discuss the yuan devaluation China’s move last week to allow the yuan to shed value by nearly 3% against the U.S. dollar is a […]

A pretentious title requires a modest beginning. The world has increasingly destabilized and it is necessary to try to state, as clearly as possible, what has happened and why. This is not because the world is uniquely disorderly; it is […]

While experts debate whether the Chinese economy is slowing gradually or in real trouble of crashing, one factor that continues to cloud the debate is the lack of reliable data. Most people except that official numbers coming out of China […]

China unexpectedly posted a trade deficit for February. The country’s trade balance fell $31.5 billion, the largest trade deficit in a decade. Import growth was up 39.6% through February which is well above analysts expectation of 27%. Zhang Zhiwel, chief […]